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Tonisha Withey
Owner Of Oak Tree Insurance Management And Office Manager For Oak Tree Asset Management Grants Pass at Skyoak
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Work Experience
Owner Of Oak Tree Insurance Management And Office Manager For Oak Tree Asset Management Grants Pass
2010 - Present · 14 years and 11 months
consolidated insurance group
P And C Department Manager
Apr 2003 - Apr 2010 · 7 years
Company Details
11-50 Employees
SkyOak is a team of independent fiduciary financial advisors serving the Las Vegas, San Francisco Bay Area, Scottsdale, AZ, and the Pacific Northwest. We are CFPs (Certified Financial Planner), MBAs (Masters of Business Administration), and Fiduciaries. Further, SkyOak is an RIA (Registered Investment Advisor). Being independent also allows us to find an investment that is best for the client.
Website
Year Founded
2010
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
8845 W Flamingo Rd
Suite 110
Las Vegas, Nevada 89147, US
Keywords
Financial PlanningWealth ManagementEstate PlanningInvestment ManagementRetirement Planning401KBrokerage FirmIRARIAStock Portfolio
Contact Details
- Email AddressT**@skyoak.comReveal Email
- Phone Number(xxx)xxx-xxxxReveal Phone
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